Taxation & Investment Planning

Tax effective strategies for your investments

CMA can offer a wide range of taxation and financial services including:

Taxation planning and advice
Wealth creation: financial strategies, investment strategies, investment planning and placement (managed funds and direct shares), gearing strategies, savings plans
Retirement planning: personal superannuation, corporate superannuation, retirement income streams, Centrelink strategies, estate planning
Cash flow management and budgeting
Business, home and investment loans
Wealth protection: death, disability, trauma and income protection insurance
Leasing and other asset purchase finance
Preparation of Financial Plans for both individuals and businesses

Chartered Accountants, Financial Planners & Superannuation Specialists